Overview

Request Emails include templates relating to various points in the online document request or teacher recommendation process. This article will discuss the different request email templates, how to update them, and best practices for doing so.

Please note: While Document Request Forms can be configured to use custom email templates, Teacher Recommendation Forms can currently only use the default templates described in this article.


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How-To: Edit Request Email Templates

Request email templates are customizable and can be found by navigating to 'Settings' -> 'Communications' -> 'Email Templates', then clicking the Request Emails tab.

Click on Edit to the right of the template you want to update. This will open the template editor where you can customize the email. You can also click on the Revert to System Default button to the right of the template at any point if you want to start over with our system default template.

The available request email templates are:

Document Request Forms

  • Document Request Completed: Notifies the contact who sent the request that the document request has been completed. The completed form and any uploaded documents remain school confidential.¬†
  • Document Request Reminder:¬†Notifies the document request recipient that the request needs to be completed. This reminder can be triggered (1) by the family in the Parent Portal or (2) an admin from the student's contact record, by clicking the 'Send Reminder Email' button.
  • Document Request Saved: Sent to the document request recipient if they click to 'Save & Finish Later' while completing the form. This email will provide a link so they can pick up where they left off to finish the form later.
  • Document Request Sent: Initial email sent to the document request recipient when the family (or admin) sends the request from the checklist.

Teacher Recommendation Forms

  • Recommendation Complete: Notifies the contact who sent the request that the recommendation form has been completed. The completed form and any uploaded documents remain school confidential.
  • Recommendation Declined: Notifies the contact who sent the request that the teacher (recipient) has declined to complete the recommendation, including the decline reason chosen.
  • Recommendation Reminder: Notifies the teacher (recipient) that the request needs to be completed. This reminder can be triggered (1) by the family in the Parent Portal or (2) an admin from the student's contact record, by clicking the 'Send Reminder Email' button.
  • Recommendation Saved: Sent to the teacher (recipient) if they click to 'Save & Finish Later' while completing the form. This email will provide a link so they can pick up where they left off to finish the form later.
  • Recommendation Request: Initial email sent to the teacher (recipient) when the family (or admin) sends the request from the checklist.

Best Practices

  • Use images (pre-sized to 600px width) and personalized signatures
  • For document request forms, link to a record release form (uploaded to File Management) that can be printed out and signed.¬†

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